Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,129 | $95,193+75.6% | $76,523+118.4% | $135,382+23.4% |
| Participation rate | 23.1% | 74.4%-51.3pp | 68.0%-44.9pp | 82.6%-59.6pp |
| Annual return | -8.62% | 4.85%-13.5pp | -0.27%-8.4pp | 519.77%-528.4pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $880 | $4,639-81.0% | $3,835-77.1% | $5,609-84.3% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,829-100.0% |